401(k)
2022 plan-year 401(k) DOL Form 5500

ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ORTHOPEDIC CARE PARTNERS MANAGEMENT LLC

This 401(k) plan holds $104M in total assets and serves 939 participants as of 2022. It is sponsored by ORTHOPEDIC CARE PARTNERS MANAGEMENT LLC in Florida. The plan reported a net loss of $7M for the year.

Total Assets (2023)
$104M
Participants
939
State
Industry
Healthcare & Social Assistance

What the Filing Says About ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN

ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by ORTHOPEDIC CARE PARTNERS MANAGEMENT LLC, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $104M in total end-of-year assets and covers 939 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 823301294, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $68M at the beginning of 2022 to $104M at year-end — a gain of 53.5%. Net assets (after liabilities) closed the year at $104M, with reported net income of $-7,445,129 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$68M
Total Assets (End of Year)$104M
Net Assets (End of Year)$104M
Net Income$-7,445,129
Plan Type401(k)
Employer EIN823301294
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ORTHOPEDIC CARE PARTNERS MANAGEMENT LLC)

Year Plans Participants Total Assets
2022 1 939 $104M
2023 1 1,389 $131M
2024 1 1,305 $161M

Nearby 401(k) Plans in Florida

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN?
As of the 2022 Form 5500 filing, ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN holds $104M in total assets with 939 participants. It is sponsored by ORTHOPEDIC CARE PARTNERS MANAGEMENT LLC.
What type of plan is ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN?
ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 823301294.
Who sponsors the ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN?
ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN is sponsored by ORTHOPEDIC CARE PARTNERS MANAGEMENT LLC, located in Florida. The sponsor's EIN is 823301294 and the plan operates in the Healthcare & Social Assistance industry.
How did ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN perform in 2022?
ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN grew by 53.5% during 2022, moving from $68M to $104M in total assets. Net income was $-7,445,129.
Where can I find official filings for ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN?
Official Form 5500 filings for ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 823301294 or plan name at efast.dol.gov.
How does ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN compare to other plans?
You can compare ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 823301294.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.